Explorez tous les épisodes du podcast UK Investor Magazine

The UK Investor Magazine was thrilled to welcome Sir Martin Sorrell to the podcast for a broad-ranging conversation covering FIFA’s failed attempt to raise private investment, the current state of the UK economy, and where he sees opportunities by geography.

Having been in the US for the World Cup, S4 Capital Chairman Sir Martin starts by providing his view on the commercial opportunities for FIFA and where he sees the business of football going.

The conversation moves to the UK and his views on the country’s trajectory before covering AI and breaking down, country by country, where he sees opportunity.

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The UK Investor Magazine was delighted to welcome Ed Croft, CEO of Stockopedia, back to the podcast to delve into Stockopedia’s rules-based investing indicators and how investors can gain an edge on share price re-ratings.

In this episode, he discusses new research into a pattern he had traded on instinct for years: what happens when a company’s quality score jumps sharply upward.

Register for the webinar here.

The conversation covers:

What a StockRank is: how Stockopedia scores every company on the market out of 100 based on how good, how cheap and how improving the business is, and why the top-ranked shares have historically outperformed while the lowest-ranked have lagged.

Why the score jumps: the public information that drives a sudden re-rating, from company results and broker upgrades to the language in a trading statement, which often shifts before the numbers do.

The central finding: why change beats level, and how the company that has just become excellent tends to outperform the one that was always excellent.

Why the market is slow to catch on: the decades-old academic thinking behind the effect, and why it is strongest among the small companies institutions cannot reach.

Where it works and where it fails: the sweet spot, the danger zones, real companies that quietly re-rated, why the well-known compounders never triggered the signal, and a Rolls-Royce case where the score turned ahead of the headlines.

What to do with it: practical rules for using a jump as a trigger to research rather than a signal to buy, when to sell, and an honest account of where the approach falls short.

Find out more: Register for further insights here.

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In this episode, David Buik and Michael Wilson are joined by Helen Thomas, founder of Blondemoney, for a wide-ranging discussion spanning UK politics and global markets.

With local elections across England, Scotland and Wales approaching, Helen gives her take on what the results could mean for Labour, the Conservatives and Reform, and whether the traditional two-party system is truly finished.

The conversation turns to whether a poor result for Labour could trigger a leadership challenge for Keir Starmer, whether Reform has peaked too early, and the prospect of a Conservative-Reform coalition by 2029.

On markets, the trio discuss the resilience of equities, the risk of an oil price spike if tensions escalate in the Strait of Hormuz, and the potential fallout for equity markets.

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The UK Investor Magazine was thrilled to welcome Harald Braun to the podcast for a deep dive into the recent developments at autonomous vehicle safety company Guident.

Tekcapital portfolio company Guident is a leader in innovative autonomous vehicle safety solutions utilising human-in-the-loop technology.

As always, Harald provides deep insight into the company and recent activities. We discussed a recent trip to Europe and the fruitful conversations the company had with new and existing customers.

Harald outlines commercial momentum and a number of MOUs and strategic partnerships that will soon be announced.

We explore Urban Mobility in broad terms and the key demands of authorities driving the adoption of electric autonomous vehicles.

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The UK Investor Magazine Podcast was delighted to be joined by Abby Glennie, Deputy Head of Smaller Companies at abrdn, for a deep dive into UK smaller companies and the abrdn UK Smaller Companies Growth Trust.

We start with a discussion about the strategy, looking at the trust’s bottom-up approach to UK smaller companies. Abby details a strategy and screening process that seeks out companies meeting strict criteria for quality, growth and momentum.

Visit the abrdn UK Smaller Companies Growth Trust website.

Abby explains the key themes for abrdn UK Smaller Companies Growth Trust and outlines the opportunities and challenges in the coming periods.

We look at the macro influences driving stock selection, and Abby outlines her views on how a UK interest rate cut will benefit the UK small-cap space.

We run through a selection of holdings within the trust and why the team sees value in these particular UK smaller companies. Abby highlights Cairn Homes as their pick of housebuilders and we discuss why the company stands out.

The podcast concludes with a selection of portfolio companies that excite Abby the most, including recent IPO Raspberry PI.

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The UK Investor Magazine was thrilled to welcome Michael Field, European Equity Strategist at Morningstar, back to the podcast to jump headfirst into European equities and the key consideration for investors.

Download Morningstar’s European Equity Outlook Q3 2024

Michael has joined the UK Investor Magazine on a number of occasions over the past year and provided a fascinating insight into the macroeconomic factors driving European stocks and highlighted individual names offering value. This episode was no different.

We start with looking at the key risks and rewards for European equities and explore the political environment.

The discussion progresses to the sector Morningstar see value in before touching on Reckitt Benckiser.

Morningstar previously highlighted Persimmon as a company that offered deep value. After a near 50% rally, we look at what the the Labour government means for the UK housebuilding sector.

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The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, to the podcast for a deep exploration of Generative AI and investor demand for UK AI startups.

This podcast delves into the current state and future potential of Generative AI (GenAI), focusing on the near-term opportunity for early-stage companies through to the hypothetical event of AI singularity decades from now. Dr Gross provides insight into the trajectory of the GenAI industry, with significant developments expected by 2045. These advancements could potentially lead to enhanced human capabilities through seamless integration of AI systems with individuals and even AI singularity.

The discussion touches on Tekcapital’s plans to launch a GenAI-focused company in the third quarter of 2024.

Nvidia has dominated AI-related gains in the stock market; we question whether applications from companies such as Microsoft, Alphabet, Amazon, Meta, and Tesla will be the ultimate winners, or if companies implementing these tools will produce the greatest shareholder value. 

We explore the United Kingdom as an emerging leader in GenAI startups within Europe and the Middle East. The podcast also looks at the potential for GenAI applications to integrate into various sectors, with knowledge-intensive businesses likely to be the initial beneficiaries.

Dr Gross suggests that customers will be the ultimate beneficiaries of GenAI advancements, gaining access to better-informed solutions at lower costs.

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The UK Investor Magazine was delighted to welcome Craig Martin, Chairman of Dynam Capital, the fund manager of Vietnam Holding, back to the podcast for a fascinating instalment of Vietnamese economic and portfolio construction.

Explore Vietnam Holding in the UK Investor Magazine Investment Centre

At the time of recording, Vietnam Holding shares were just a whisker away from a record high which was set just a few days prior.

We discuss the key economic data behind Vietnamese equities’ ascendancy and the positioning AAA-rated managers at Dynam Capital have taken to drive significant outperformance compared to the benchmark.

Craig provides an overview of Vietnam Holding’s high-conviction portfolio detailing specific companies and core investment themes.

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The UK Investor Magazine was delighted to be joined by Gerry Perez, CEO of Interactive Brokers UK.

This podcast explores Interactive Brokers, a pioneering online trading platform that has been operating for over four decades.

Despite its long history, Interactive Brokers is considered a financial technology (fintech) company due to its innovative trading tools and technologies aimed at increasing returns for investors.

The episode delves into Interactive Brokers’ algorithmic trading capabilities, examining whether expertise in coding is necessary to utilise these automated trading strategies. The discussion also addresses whether automation can effectively substitute for human decision-making during periods of market volatility.

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The UK Investor Magazine was thrilled to be joined by Kevin Limn, CEO of Adsure Services, for a comprehensive exploration of the AQUIS-listed business assurance company.

Adsure Services is one of just a few AQUIS companies to pay a dividend. We discuss the business model that supports shareholder distributions and the company’s growth plans for the future.

TIAA Ltd, Adsure’s operating subsidiary, has long-term contracts with government-funded organisations such as emergency services, local governments and health organisations.

These contracts provide the company with recurring revenues and the certainty required to pay shareholders a dividend.

Kevin outlines the company’s growth strategy and what investors can look forward to over the next 12 months.

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he UK Investor Magazine was delighted to welcome Eric Degolier, Founder & CEO Body Rocket, for a deep dive into the world’s first real-time drag meter, a device capable of offering precise drag measurement directly integrated into a cyclist’s bike.

Body Rocket has taken the power of a cyclist wind tunnel and placed it in the pockets of everyday cyclists. Body Rocket is the first and only company to integrate the aerodynamic technology found in wind tunnels directly into bikes.

By leveraging AI, Body Rocket has developed a consumer-friendly interface that breaks down aerodynamics’ complexity into easy-to-understand and easy-to-action metrics.

The technology is being used by Olympic triathlon champion Kristian Blummenfelt, current world champion Beth Potter, Ironman and 2x Ironman 70.3 champion Gustav Iden, World #6 Indie Lee, and former world hour record holder Alex Dowsett.

Body Rocket is raising funds to propel its growth strategy and make its technology available to the wider $12.9bn premium cycling market.

Find out more on Crowdcube here.

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The UK Investor Magazine was delighted to be joined by Nigel Pocklington, CEO of Good Energy, to explore the company’s progress over the past year.

We start by looking at operational progress. The company has moved away from being an energy generator to an end-to-end energy services company. Nigel outlines how this was achieved and what it means for both customers and shareholders.

Good Energy has invested in market-leading EV charging app Zap Map – we touch on its progress to date and what the plans are for the future.

After releasing 2023 full-year results this week, Nigel outlines the momentum building across Good Energy as we break down the numbers.

Nigel finishes by detailing the medium and long-term strategy for the business.

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The UK Investor Magazine was thrilled to welcome Dan Squires, Head of UK Sales at Saxo, for a deep dive into trading fees, the evolution of investment products, and the growing popularity of ETFs.

The conversation starts with looking at fees and how reducing fees can enhance investment terms over the long term. Dan explains recent changes at Saxo and why they were made.

We explore the types of strategies that are most heavily impacted by lower fees, for example, short-term trading indices versus long term investing in ETFs.

Saxo has made a big push into offering ETFs, and we look at how the market is developing and the options available for investors.

Dan outlines the most popular ETFs used by Saxo’s clients and details the specific strategies they pursue when investing in ETFs.

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UK Investor Magazine sits down with Adam Binns, CEO, and Derek Bickerstaff, Chairman, of AIM-listed One Health Group, the independent provider riding the NHS Patient Choice tailwind with 140 consultants across 40 locations.

FY26 delivered a 9% revenue beat at £32m, with EBITDA also ahead of consensus. Adam and Derek unpack where the upside came from, why consultations grew 20% while procedures grew 15%, and revenue 13%, and what that case-mix divergence means for the business going forward.

We dig into the demand backdrop as NHS waiting lists remain stubbornly high, the early contribution from the Urology specialism launched at the end of FY25, and what’s next on the speciality roadmap. Adam and Derek also walk us through the new Scunthorpe hub and whether this signals a wider rollout of the hub model.

We also look at why two of One Health’s largest commissioners have just shifted from one-year to five-year contracts and what that says about the visibility of future earnings.

The podcast ends with what One Health Group investors should be watching over the months ahead.

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The UK Investor Magazine was delighted to be joined by Dan Hubert, CEO and Founder of AppyWay, to discuss their current Crowdcube round and plans to revolutionise car parking.

AppyWay has brought together parking/loading maps, occupancy data and cashless payments to offer local authorities and drivers a unique service that helps efficient travel and parking, while reducing emissions.

The company has developed a SaaS business model generating recurring revenues from multi-year kerbside management system contracts sold to local government and private operators Data Licensing (B2B & B2C). It also operates a cashless parking app with unique kerbside access visibility to help drivers save time and money.

AppyWay has smashed its target on Crowdcube and is now overfunding with availability for new investors.

Find out more on Crowdcube here

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The UK Investor Magazine was thrilled to be joined by Dr Clifford Gross, CEO of Tekcapital, to discuss the recent developments at the technology investment company.

Dr Clifford Gross provides an update on Tekcapitals portfolio companies and outlines the core plans for 2024.

We discuss Guident’s new headquarters, funding opportunities and the timeline for a potential listing.

Tekcapital recently earmarked £500,000 for investment in Generative AI. We look at how this investment could be made and when.

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The UK Investor Magazine was thrilled to welcome Fred Soneya, Co-Founder of Haatch, for a deep-dive into Haatch’s SEIS and EIS funds, which are exclusively available to high-net-worth individuals and sophisticated investors. 

Find out more about Haatch’s SEIS & EIS Funds here. 

Haatch invests in B2B SaaS companies at the pre-seed and seed stages with the aim of taking them to £1m in revenue – the Series A benchmark. 

We explore Haatch’s sweet spot for investment, detailing investee companies’ stages in their lifecycle and the key milestones for portfolio companies. 

Fred explains the importance of portfolio companies identifying deep pains in their customer bases that support long-term recurring revenue generation. We touch on examples of these pains in Haatch’s portfolio company. 

Haatch has had a number of exits, and we look at how the process of exiting an investment has influenced the types of companies Haatch seeks out.

Fred explains the recent exciting developments in SEIS rules and what it means for investors. 

Find out more about Haatch’s SEIS & EIS Funds here.

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The UK Investor Magazine was thrilled to be joined by Marc Kimsey, Director of F&O Research, for a broad discussion focused on the tactical approach to global equities.

Register for the UK Investor Magazine Investor Conference at the London Stock Exchange Group (LSEG) 13th March

We explore the potential scenarios for UK and US equities in the coming months in the run-up to elections.

Consideration is paid to interest rates and how the equity market may behave in reaction to upcoming decisions.

Marc provides insights into a selection of UK equities highlighting FTSE 350 companies he feels are worth adding to a watchlist.

We touch on Taylor Wimpey, Barclays, and JD Sports.

Download Report: Two US Stocks Picks for 2024

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The UK Investor Magazine was delighted to welcome Charles Archer to the Podcast for a deep-dive into a selection of UK small-caps.

Please register for the UK Investor Magazine Investor Conference at the London Stock Exchange here.

We start with a market overview, including the influences of monetary policy on growth companies and what to expect from the upcoming budget.

We discuss:

• Premier African Minerals (LON:PREM)
• Avacta (LON:AVCT)
• Tekcapital (LON:TEK)
• Golden Metal Resource (LON:GMET)
• Greatland Gold (LON:GGP)
• Acuity RM (LON:ACRM)
• hVIVO (LON:HVO)

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The UK Investor Magazine was thrilled to be joined by Stephen Crosher, CEO and Co-Founder of RheEnergise, to discuss the company’s long-duration power storage technology designed to enhance and stabilise the distribution of renewable power.

RheEnergise is revolutionising pumped hydro energy storage which turns small hills into giant batteries. RheEnergise has developed a high-density, low-viscosity liquid that enables the storage of power to be released in times of high energy demand.

Stephen provides comparisons against other power storage methods including lithium batteries and traditional pumped hydro.

RheEnergise are engaged with major players in the power industry and has a number of early facilities planned for 2024.

The company is currently raising funds on Crowdcube as part of a wider funding round to scale the business in line with growth in power storage demand.

Find out more on Crowdcube here.

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The UK Investor Magazine was delighted to speak with Rick Guiney, CEO of MicroSalt plc, on the low-sodium technology company’s first day of dealing on London’s AIM.

MicroSalt are the first company to be listed on London’s AIM in 2024.

Rick details the health crisis associated with high-sodium consumption and how MicroSalt’s low-sodium technology can help prevent premature deaths.

The World Health Organisation estimates £1.8m die each year due to the overconsumption of salt.

MicroSalt is working with some of the world’s largest food companies to reformulate recipe ingredients to reduce sodium content using MicroSalt technology.

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The UK Investor Magazine was delighted to welcome Judith Batchelar OBE, Non-Executive Chair of MicroSalt, for a fascinating conversation focused on reducing sodium intake, the health benefits of doing so, and the regulatory environment supporting action on salt.

Judith started her career in biochemistry before spending 35 years in the food and food retail industry, serving as a director of Sainsbury and Safeway and in senior roles at Marks & Spencer. Judith is a Fellow of the Institute of Food Science and Technology and the President of the British Nutrition Foundation.

Our discussion is dedicated to the millions of people who die prematurely each year from cardiovascular diseases and the actions undertaken by governments and businesses to help fight the overconsumption of sodium.

The World Health Organisation has recently released research concluding every $1 spent reducing sodium intake can save $12 in healthcare costs treating people impacted by cardiovascular disease.

MicroSalt has developed a low-sodium salt technology that reduces sodium in salt by up to 50% and has inked agreements with one of the world’s largest snack food companies, among many others.

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The UK Investor Magazine was thrilled to welcome Fiona Cincotta, Senior Market Analyst at City Index, to the podcast for a broad discussion about the biggest trading themes of early 2024.

In this podcast, we focus on interest rates, oil, GBP/USD, UK supermarkets and US banks.

We frame our conversation around market expectations and the hard results traders are likely to see from corporates and central banks in early 2024.

Fiona provides potential trading scenarios for the key markets under discussion both from a fundamental and technical perspective.

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The UK Investor Magazine was delighted to welcome Ed Croft, CEO of Stockopedia, for a deep dive into the makings of multibagger shares.

Download ‘The makings of a multibagger’ and explore 10 multibagging shares

Multi-Baggers – these are the stocks which can make a portfolio.

Owning just one can transform your returns and lead to a great acceleration of personal wealth. Everybody looks abroad enviously at the US stock market, but in a very difficult decade for the UK economy, a selection of outstanding shares have dramatically beaten the market.

Ed provides deep insight into the key characteristics driving the returns of multibagging shares and what investors should consider when buying high-growth companies.

Careful attention is paid to the financial ratios and metrics shared by companies that produce returns many times the original investment.

Download the full report here

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In this episode of the UK Investor Magazine podcast, Jeremy Naylor speaks with Yaroslav Kinebas, Operations Director at FCA-regulated Vestd, about how retail investors can access shares in private companies.

Find out more about Vestd here.

The conversation covers PISCES, the new private market trading framework, looking at what it is, who it’s for, and the problems it aims to solve.

They also explore how modern single-deal SPVs and syndicates are opening up private markets, enabling angel investors and smaller funds to diversify, share risk, and compete with larger players.

A timely discussion on the democratisation of private capital and the growing role of retail investors in this space.

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The UK Investor Magazine was thrilled to be joined Tim Evans, CEO and Founder of 3ti, an award-winning B Corp specialising in solar power generation, storage and EV charging.

Find out more on Crowdcube here.

Their mission is to ‘Leave Something Better Behind’.

3ti has established solar car park facilities for partners including Bentley, JPMorgan, NHS and MoD. The company has over 900 sales enquiries and is raising funds to meet this demand.

The business’s economics are compelling. On average, 3ti’s solar car park produces £1,000 in energy cost savings per year per car parking space.

In addition to its core services, the company is developing new vehicle-to-grid (V-to-G) technology. V-to-G enables power stored in electric vehicles to be supplied to the wider network, generating grid management fees.

Tim explains the favourable regulatory environment and market opportunity for 3ti. The company is exploring expansion into the United States to meet burgeoning demand.

3ti will be holding a series of webinars and investor open days.

Register for 3ti’s Open Days and Webinars here.

Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more

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The UK Investor Magazine was delighted welcome Eric Kihlstrom, CEO of Centaur Robotics, for a deep-dive into their electric mobility vehicle designed to give people more freedom.

Find out more about Centaur Robotics on Seedrs here.

6 million people in the UK and 34 million in the US can’t walk 400 metres. Centaur’s mission is to provide an aesthetically pleasing mobility vehicle with a high level of agility that is able to manoeuvre in areas alternatives can’t.

The management team includes executives with decades of experience at Ford and leading the UK government’s efforts in longevity and helping people in later life.

The company has been engaged by Emirates Airlines to help boost bookings by providing a better customer experience for people with mobility impairment. Centaur’s aim is for their vehicles to be used on cruise ships, museums, and other public venues.

The product has been displayed at the Victoria & Albert Museum, won various design awards, and received three grants from Innovate UK.

One of Britain’s greatest Paralympic athletes, Tanni Grey-Thompson, is an ambassador and has said Centaur gives her “the freedom to do what you want, when you want.”

The current Seedrs campaign will provide the funds to take their product to market and start generating revenue.

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Dan Nickols, head of strategy, UK small and mid-cap at Jupiter Asset Management and manager of the Rights and Issues Investment Trust delivers a compelling case for UK growth companies at a time when many stocks within the sector offer deep historical value.

Visit the Rights and Issues Investment Trusts website here.

Dan explains the current environment for UK small and mid-cap’s from a macro-economic perspective before outlining the specific companies he and his team have been adding to their portfolio in preparation for the cyclical recovery.

Jupiter Asset Management took over the Rights and Issues mandate last year and has since moulded the portfolio to their way of thinking while staying true to the investment philosophy that produced a 144% return over the past ten years.

We explore the trust’s positioning and blended top-down, bottom-up approach to stock selection. Dan highlights the highly concentration nature of the portfolio with just 23 high-conviction selections.

We finish with Dan’s outlook for UK small and mid-caps and catalysts for a recovery.

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The UK Investor Magazine was delighted to have Harald Braun, CEO of Guident, back on the Podcast to discuss the latest developments at Guident, an autonomous and electric vehicle technology company based in Florida.

Guident has two distinct technologies; the first is autonomous vehicle remote monitoring and control software, and the second is regenerative shock absorbers for electric vehicles.

Harald details the progress at Guident and the importance of a recent deal that secures Guident reoccurring revenue into the future.

Guident is a first mover in human-in-the-loop remote monitoring and control of autonomous vehicles for fixed-route geo-fenced buses and shuttles. Harald discussed their commercial progress and the rapid development of the market.

We finish with a look at developments at ReVive Energy Solutions and promising interactions with leading EV makers and tire companies.

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Alan Green joined the UK Investor Magazine Podcast to dive into a selection of UK equities and provide scenarios for broader markets after the Autumn Statement.

This Podcast explores potential scenarios for UK markets and the catalysts for a rerating of UK mid and small caps.

We discuss Cadence Minerals (LON:KDNC) and ECR Minerals (LON:ECR).

Alan outlines the valuation case for Cadence Minerals, given the current share price and the underlying value of their portfolio of mining assets.

ECR Minerals is proceeding with a more positive tone after a change of leadership. Alan provides an update on activities.

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The UK Investor Magazine was delighted to be joined by Tom Bott, Managing Director & Co-Founder at Signature Brew, to delve into the company’s current Seedrs crowdfunding round.

Signature Brew was founded by a brewer and a musician with a mission, brew beer that makes music better.

Signature Brew has established a thriving brewery and music venus business which is set to generate over £5m in revenue in 2023. The company has achieved their success by forging relationships with musicians and music venues to deliver an all-encompassing service to music lovers.

Signature Brew is currently crowdfunding on Seedrs and enjoying strong investor interest, surpassing its initial target.

Visit Seedrs Crowdfunding Page.

Tom discusses the importance of reaching the £10m revenue milestone and how it quickly attracts the interest of global brewers who may be interested in adding Signature Brew to their portfolios.

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The UK Investor Magazine was thrilled to welcome Richard Kelly, Co-Founder and Co-Lead of the Foresight Sustainable Forestry Investment Trust, for a comprehensive discussion about the trust and current environment.

Watch Foresight Sustainable Forestry Presentation

We start by exploring the global timber market and the dynamics underpinning long-term trends. The conversation moves onto the UK timber market and the opportunity for investors in the structural supply deficit of UK-produced timber.

Richard details the trust’s assets, focusing on the stage in the life cycle and geographical distribution.

Discussing the trust’s characteristics, Richard explains that forestry is a unique asset class that provides a substantial level of diversification due to very low levels of correlations with equities, fixed income, or infrastructure.

Richard delves into the carbon credit and details how the trust is well placed to benefit global companies’ net zero pledges.

FSF is the first and only company to receive the London Stock Exchange’s Voluntary Carbon Market (VCM) designation due to its funding of carbon mitigation that generates carbon credits.

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The UK Investor Magazine was thrilled to welcome Michael Lindegaard, CFO at Heliac, for an exploration of the future of solar power generation and revolutionary storage systems.

Find out more about Heliac on Seedrs here.

Heliac believes they are developing what will be a vital part of the net zero energy transition. Their solar foil produces emission-free power that can be stored in their patented Rockstore energy storage system.

Rockstore utilises rocks to store heat and is one the most competitively priced methods of energy storage, offering a real alternative to lithium batteries or pumped hydro.

We explore Heliac’s progress to date, including their first two solar panel installations constructed for energy major E.ON and district heat provider Norfors.

Michael explains that their technology operating profitably in Denmark bodes well for the scalability of their systems in other countries with far more daylight hours per year.

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The UK Investor Magazine was delighted to welcome Dan Boardman-Weston, Chief Executive and CIO of BRI Wealth Management, for an in-depth discussion around Investment Trusts and the current environment.

We start with a look at the growing popularity of Investment Trusts among retail investors when compared to institutional investors and the reasons behind this trend.

There is consideration paid to the macroeconomic environment and the impact this is having on Investment Trust discounts.

Dan highlights the deep discounts in Investment Trusts currently and where he sees opportunity in the space.

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The UK Investor Magazine was thrilled to welcome Craig Martin, Chairman of Dynam Capital, the manager of Vietnam Holding, for a deep dive into the trust’s portfolio companies.

Download the Vietnam Holding annual report

Craig has provided a comprehensive analysis of the Vietnamese economy in previous podcasts. In his latest instalment, Craig Martin offers deep insight into three portfolio companies; FPT Corporation, Petrovietnam Technical Services, and Gemadept.

FPT Corporation is the portfolio’s largest holding with 15% weighting. The company provides technology and STEM education services and is positioned to benefit from Vietnam’s aims to do more in the semiconductor value chain.

Petrovietnam Technical Services (PVS) is a renewable energy transition play. Vietnam Holding feels PVS could be a key winner in Vietnam’s plans for NetZero by 2050 – through its ambitions to be a leading producer and exporter of renewable energy. In addition, PVS is working with Singapore to build the world’s longest subsea electricity cable (1000 km to export 1.2 GW, 10% of Singapore’s energy need).

We finish with a look at Gemadept, an operator of seaports and air cargo in Vietnam.

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In this episode, we sit down with Alexander Selegenev, Executive Director of TMT Investments, the AIM-listed venture capital firm focused on high-growth technology companies across AI, software, and fintech.

Alexander opens with an introduction to TMT’s business and investment philosophy, then walks us through the firm’s strategy and thesis in detail.

We explore how TMT balances genuine excitement about artificial intelligence with the valuation discipline required to generate returns for shareholders.

We dig into the numbers, asking why deployed capital fell sharply in 2025 compared to the prior year, and what that tells us about how the team is reading the current opportunity set. Alexander then takes us through the portfolio’s core holdings, including the standout story of Scale AI, which delivered a 138% uplift in just eight months following Meta’s investment, and what originally attracted TMT to the business.

We also look at Bolt, now EBIT positive and active in more than 800 cities globally, and discuss how close the ride-hailing giant might be to an IPO or significant exit event. On the other side of the ledger, Alexander addresses the write-downs seen over the past year and the factors behind them.

Alexander provides insight into their thinking around balancing special dividends with share buybacks and what success looks like for TMT Investments.

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The UK Investor Magazine was delighted to be joined by Fiona Cincotta, Senior Market Analyst at City Index, for a deep dive into the latest UK and US earnings season.

Fiona provides insight into the ongoing earnings season and frames recent updates in the context of the underlying economy. Fiona discusses the strength of earnings so far and performance versus analyst expectations.

After recent drops in major US indices, we explore what the rest of the year could hold for US stocks, as well as UK equity markets.

The ‘Magnificent 7’ US Tech stocks with exposure to AI were a core driver of global stocks in the first and second quarters of 2023, we look at how these technology companies may perform going into the close of 2023 and implications for broader indices.

Fiona discusses Q3 UK banking results and how they reflect the health of the underlying UK economy and wider sentiment.

We finish by running through potential scenarios for central banks, currencies and the global economy.

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The UK Investor Magazine was delighted to welcome Ben Bos, a board member of CLIQ Digital, for a deep dive into the company’s recent progress and future plans.

CLIQ Digital is a digital marketing company providing consumers with a comprehensive range of streaming services including films, podcasts and games.

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In the first six months of 2023, CLIQ Digital’s revenue rose 37% to €159.6m. Ben explains the key drivers behind CLIQ’s top-line growth.

We explore the product lines supporting higher sales and CLIQ Digital’s approach to returning profits to shareholders.

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The UK Investor Magazine was delighted to welcome Victoria Scholar, Head of Investment at interactive investor, for a deep dive into a selection of UK and US equities.

We discuss:

• BP (LON:BP)
• Shell (LON:SHEL)
• Persimmon (LON:PSN)
• Metro Bank (LON:MTRO)
• Tesco (LON:TSCO)
• Nike (NYSE:NKE)
• Netflix (NASDAQ:NFLX)

We frame the conversation in the context of current macro themes and the human tragedy unfolding in the Middle East.

We look at oil prices and how the conflict could spark a super cycle in fossil fuels. Victoria provides insight into the thinking in the underlying commodity markets and compares this to the motivations of equity investors.

Victoria explains the cyclicality and defensive nature of a number of stocks and finishes with a look at Netflix’s upcoming results.

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The UK Investor Magazine was thrilled to welcome Rick Guiney, CEO of MicroSalt for a deep dive into the company, the upcoming IPO, and how MicroSalt is tackling a global health crisis claiming millions of lives.

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MicroSalt has developed a technology that reduces the sodium in salt by 50% by amending the surface area of salt crystals.

Rick explains the health implications of consuming too much salt and how MicroSalt’s technology can help save lives by reducing sodium consumption.

We discuss MicroSalt’s upcoming London IPO and what investors should look out for in the coming year.

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The UK Investor Magazine was thrilled to welcome Charles Archer to the podcast for a deep dive into three UK-listed growth companies; Premier African Minerals, Tekcapital, and Avacta.

We start with an overview of the UK small-cap market and the external drivers on valuations.

Charles explains the influence of higher interest rates and why he thinks we could be close to a major shift in returns from the small cap space.

We explore the progress at Premier African Minerals’ Zulu lithium project and Charles explains the key events investors should keep an eye for in the coming weeks.

Charles provides an overview of Tekcapital after releasing their half-year results and the opportunity for valuations to rerate as we move into the end of 2023. Charles explains why he is looking forward to the MicroSalt IPO and the commercial possibilities for the company.

We finish with an overview of Avacta. Charles provides a balanced assessment of their oncology treatment and key considerations for investors.

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The UK Investor Magazine was thrilled to welcome back Craig Erlam, Senior Market Strategist at Oanda, for another top-tier Podcast analysing the most important macroeconomic considerations and market outlook.

We discuss:

• Interest rate outlook
• Pound Sterling
• US Dollar
• Yen
• S&P 500
• NASDAQ
• Oil

We start with a rundown of the recent interest rate decisions and whether the current hiking cycle is over. There is attention paid to when major central banks may start cutting rates.

The conversation naturally moves to the outlook for major currencies including sterling, US dollar, Euro and Yen.

Craig provides deep insight into potential scenarios for both the economy and markets and makes links between crucial inflation data and how it could play out in key markets.

Craig finishes by summarising the markets he sees the most opportunity for major moves going into the end of 2023.

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The UK Investor Magazine was thrilled to welcome Adam English, Fund Manager of the M&G Credit Income Investment Trust, for a deep dive into the trust and the opportunity for investors to benefit from the higher interest rate environment.

Adam employs a counter-cyclical approach to portfolio composition and focuses on private and public credit assets with floating rates.

The trust pays a quarterly dividend at a rate of SONIA +4% which has gradually increased since the Bank of England started hiking rates.

Visit the M&G Credit Income Investment Trust website.

The M&G Credit Income Investment Trust is an investment-grade portfolio which means the portfolio is considered lower risk than other high-yield fixed income trusts.

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The UK Investor Magazine was thrilled to welcome Alan Green back to the Podcast to discuss a selection of UK shares and the macroeconomic backdrop.

We discuss:

• Barratt Developments (LON:BDEV)
• Avacta (LON:AVCT)
• ECR Minerals (LON:ECR)
• 
  

UK CPI inflation surprisingly fell to 6.7% in the year to August from 6.8% the month before. Expectations were for CPI read of 7%. We explore the consequences for housebuilding shares and the wider FTSE 250.

Avacta made a landmark announcement yesterday on the clinical trials of their AVA6000 chemotherapy drug. Alan breaks the release down and what to look for in the coming weeks from Avacta.

We finish with a look at the recent developments at ECR Minerals.

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Harald Braun, CEO fo Guident, joins the Podcast for a deep dive into autonomous vehicles (AVs) and electric vehicles (EVs). Guident is a Tekcapital (LON:TEK) portfolio company.

The UK Investor Magazine is always appreciative of Harald Braun’s insights and we were thrilled to welcome him back to discuss what could be the next frontier in electric vehicles – regenerative shock absorbers.

Guident has recently spun out its regenerative shock absorber technology into a new company, ReVive Energy Solutions. This is the focus of our conversation today.

Regenerative shock absorbers harness natural vibrations and motions from a moving vehicle and converts it into charge to boost the range of the electric vehicle. Harald explains Guident’s shock absorbers could add around an additional 9 miles to a charge.

Harald explains why they have taken the step to separate their autonomous vehicle safety technology from their regenerative shock absorbers and their plans over the next 12 months. 

We take a look at the size of the regenerative shock absorber market and recent tests with a tier-1 tire company.

Find out more on the Guident website here

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The UK Investor Magazine was thrilled to welcome Alan Green back to the Podcast as we delve into UK markets and a selection of UK stocks.

We discuss:

• Barratt Developments (LON:BDEV)
• Tekcapital (LON:TEK)
• Cadence Minerals (LON:KDNC)
• 
  

We start with a look at UK house prices and recent data from Nationwide and Halifax. With house prices falling the fastest since 2009, activity in the market is subdued and we explore the impact on Barratt Developments.

Barratt’s completions fell in the last full year but we look forward to how they can benefit from the current downturn and deploy their £1bn cash pile.

Tekcapital has issued numerous positive portfolio company updates and shares have reacted accordingly. We run through the updates, including this morning’s news from MicroSalt.

We finish with a rundown of Cadence Minerals and the latest developments at their Mexcian lithium project.

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Dan Lane, lead analyst at Robinhood UK, joins us for a wide-ranging conversation on markets, money, and the future of investing in Britain.

We open with the big macro picture, examining what the latest volatility in the Middle East means for equities and how investors should think about interest rates and inflation in an uncertain geopolitical environment.

From there, we turn to the UK investing environment. Dan gives his honest take on whether Britain has a cultural problem with investing, how younger generations are approaching the stock market differently, and what still needs to change.

We dig into ISAs and why so many people leave their annual allowance untouched, the most damaging myths Dan hears regularly, and his verdict on whether government policy will actually shift behaviour.

We finish with a look at how AI is transforming what retail investors can do today versus five years ago, and the most exciting applications Dan has seen emerging in the space.

We close on UK-listed companies. We ask whether Dan is optimistic or pessimistic right now, and if he had fresh money to put to work in one corner of the UK market today, where would it go?

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The UK Investor Magazine was thrilled to welcome Harrison Gross, CEO of Innovative Eyewear, for a deep dive into the world’s first ChatGPT-enabled Smart Eyewear and the wider wearables market.

Innovative Eyewear (NASDAQ:LUCY) is a Tekcapital (LON:TEK) portfolio company.

Innovative Eyewear launched their ChatGPT-enable Smart Eyewear and voice interface app earlier this year and has since inked new licensing agreements.

Download the recently launched iOS Lucyd 2.0 app here.

The company has signed licensing deals with lifestyle and fashion brands Reebook, Eddie Bauer, and Nautica.

Harnessing Innovative Eyewear’s technology, consumers will soon be able to access ChatGPT through a voice interface built into smart eyewear branded by some of the world’s leading fashion brands. The ranges are set to be released later this year and promise a step change in the company’s distribution and revenue generation capabilities.

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The UK Investor Magazine Podcast was thrilled to welcome Dr Mark Payton, CEO of Mercia Asset Management, for a deep-dive into Mercia’s investment strategy and recent developments at the manager.

AIM-listed Merica invests in regional UK companies with a focus on life sciences, creative industries and technology.

Mercia started life with a £4m investment pool in 2007 which has grown to £1.4bn assets under management with investments in venture capital, private equity and debt.

Mark explains the attractions of investing in the UK’s regional companies and the attributes of companies operating outside of London offer investors.

We explore a number of Mercia’s portfolio companies and pay particular attention to the UK’s gaming sector.

Find out more on the Mercia website here.

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The UK Investor Magazine was thrilled to welcome Eugeni Llagostera, CEO of Magnetika, for an exploration of their wireless power transfer technology.

Visit Magnetika’s website to explore its technology.

Magnetika, who is currently crowdfunding on Crowdcube, have developed a technology that enables the charging of devices from a greater distance than existing wireless charging. For example, you could have your mobile in your hand while it is still being charged.

The technology has a wide range of applications and can be used to charge vehicles, although this isn’t in their immediate plans.

Eugeni provides an overview of the business and the key market opportunities for Magnetika. He also highlights what he feels are the most exciting elements for investors.

Find out more on Crowdcube here.

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